The Planning Center

The Planning Center is a fee-only financial planning firm in East Moline, IL, located at 5th Ave. It has been in operation for over 25 years, grounded in the belief that true wealth extends beyond numbers and that financial decisions are emotional. The firm provides an objective third party for clients to discuss life and money.

The team includes credentialed advisors and fiduciaries who offer personalized financial planning integrated with tax planning. Executive leadership consists of Amy Tessmer, CPA, who serves as Chief Financial Officer; Brett J Lee, JD, MBA, CSCP, as Chief Compliance Officer; Eric Kies, CFP®, as CEO and Senior Financial Planner; and Matt Mercer as Chief Operating Officer. The advisory staff includes Andrew Sivertsen, CFP®, EA, CeFT®; Cara Stenslik, CFP®; H. Jude Boudreaux, CFP®; JJ Sessions, CFP®; Matt Knoll, CFP®; and Aiden Hobbs as Associate Financial Planner. The tax team features Abney Fortino, EA, and Caleb Arringdale, EA. Julia Davis serves as a Senior Financial Planning Analyst.

The planning process begins by organizing the client's current financial situation to set goals that align with their perspectives. The firm helps clients navigate life transitions such as marriage, family growth, wealth accumulation, and career changes. Services include analyzing financial situations and managing options to keep clients organized and on course. The firm emphasizes uncomplicating complex financial decisions to help clients make better choices.

Clients can schedule a free consultation to begin the process. Contact information includes the email address [email protected] and the phone number 309-797-4030. The firm also offers a podcast episode titled 'Why Money Decisions Are Emotional Before They’re Logical with Cicily Maton'. The Planning Center aims to guide clients toward the life they would like to have by incorporating evolving perspectives on priorities, strategies, and goals over time.

The Planning Center sits on 5th Ave in East Moline, IL, just a tenth of a mile from 6th Avenue and 4th Avenue. It is also located near the Moline Police Department and Moline Post Office, both about a tenth of a mile away.

BizScoreAI awards the firm a technical score of 92 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The business also achieves a discoverability score of 75 out of 100, which allows AI crawlers to find every page, serving as the first step for AI assistants to recommend the firm.